Setting Default Email Accounts for Single & Bulk/Mass Emailing

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Posted
Updated
BySrini Kaarlapudi

Please follow the steps below to
make an email account default for both single mails and bulk (mass) emails:

1)  
In Exelare,
on the top right corner, click on:  Tools ->
User Options -> Email
-> “Advanced” tab.

2)  
Click on the drop-down for “Create New Account” for “Additional
Accounts/Identities:”

3)  
Choose ”SMTP”.

4)  
Under “Account Name:”, you can choose either “Single Mails” or “Mass
Mails” or both.

5)  
If only “Single Mails” is checked, when you “Email to Client/Candidate”. It will automatically
use the Email account checked for “Single Mails”
in email window.

6)  
If only “Mass Mails” is checked, when sending a mass mail to “Search List” or “All
in Current View” or “Recipients”. It
will automatically use the Email account checked for “Mass
Mails” in the email window.

7)  
If both “Single
Mails” and “Mass Mails” boxes
are checked, In the email widow, it will automatically use same email account for both single
and mass mails.

Purpose: We implemented this feature so users would not need to remember
to choose the appropriate accounts when sending emails.